Introducing the Prospect Report
Great news: you can now use the new Prospect Report to stay on top of your potential donor progress — all directly from from your personalized analytics dashboard!
Why it Matters
With our new widgets and interactive dashboard functionality, we wanted to create a new report designed specifically to track individual prospects. Unlike the Prospect Forecast widget, this prospects report will allow you to drill down into the status of specific prospects.
You’ll now be able to:
- Track individual prospects and their associated activities
- Instantly see prospect status and progress
- Filter by campaign, dates, etc.
- Use the prospect report widget to view all this data instantly when you log in!
How it Works
The report is under the “Activity & Prospect” category. There’s a dedicated widget for the report, as well as a more in-depth version in the Reporting module.
Here’s how to add the widget to your dashboard:
Click the “Add New Widget” tile to create a new widget. You’ll see a list of potential widgets. Click the “Prospect List” option.
Once you’ve added the widget, you can configure it to show the data you need in the format that’s best for you.
Here’s what the widget will look like on your dashboard after configuring:
From here, you’ll be able to dive right into individual prospect accounts — making it easy to quickly engage critical prospects, right from your dashboard. Pretty useful, right?